Pershing Gold: Not A Daytrade But A Long-Term Investment [View article]
Thanks for the article. I'm just curious about one thing. I noticed that Barry Honig is also a director at Chromadex, another company you recently covered. Not doubting your research, but before I committed my own capital, would like to hear if you are connected to Honig in any way? Or maybe you are just following his lead?
Navigating The Labyrinth That Is Herbalife [View article]
No, i didn't, because i couldn't find the costs in any of the filings. But after reading Ackman's stuff, i can see they revealed in the SEC responses. Just add it to the list. There is no possible way they can dig out of this mess.
Navigating The Labyrinth That Is Herbalife [View article]
There are packaging and handling charges and then there are shipping charges. Both are levied on retail sales figures. Why?
A distributor pays 7% to Herbalife for the company to package its goods. But the 7% is extremely misleading. No one buys at retail. As pointed out, Herbalife is essentially charging up to 14% (based on the actual purchase price) for Herbalife to box up the goods. Does this seem fair to you?
You seem to be missing the point that that 7% (based on retail) is just for 'packaging and handling'. There is a completely separate shipping charge - which is also based on the retail price.
All that we are trying to point out is that the packaging, shipping and handling revenues for Herbalife seem to be extremely high.
Ackman had a slide in his presentation yesterday, which compared Herbalife's shipping and handling revenues in comparison to Avon. I suggest you go take a look.
Fraud Is Unlikely At New Oriental Education [View article]
Thanks for response Adam. I read your reasons and the report. I guess my point is that the timing just seems a bit suspicious. I'll look into it a bit further.
Fraud Is Unlikely At New Oriental Education [View article]
I'm a newcomer to the EDU story, but let me ask just one question. EDU forms a special committee in July to investigate the Muddy Waters allegations and then all of a sudden a research outfit with no prior research pops up and writes a report saying that EDU is clean? Smells fishy to me. Adam, why are you assuming that these guys have no connections to EDU?
Workday (WDAY) has raised its IPO price range to $24-$26 from a prior $21-$24. That gives the company, which is looking to sell 22.75M shares, a market cap of $3.85B-$4.17B. The IPO is expected to price on Thursday night, and begin trading on Friday. (S-1) (more) [View news story]
What about Servicenow (NOW)? Current Cap = $4.5 Billion
Nice story--with great detail. I'm neither long nor short the stock, but if I were long, I'd want to be rock solid certain that the Walmart revenues were secure--that's a HUGE risk. Have you done any digging on that? Thanks.
Monster Energy - The Momo Train Is Letting Off Passengers, Time To Short [View article]
I agree Henry...this thing was ready to go--really just a timing issue with posting. The thing is that I still like the short here, regardless of timing.
Herbalife's Disclosures Don't Add Up - Again [View article]
Recognizing Pyramids - Without A Lawyer, An Economist, Or The FTC [View article]
Herbalife's Lieberman Report: Smoke And Mirrors [View article]
Herbalife's Lieberman Report: Smoke And Mirrors [View article]
Pershing Gold: Not A Daytrade But A Long-Term Investment [View article]
Did The CEO Of Herbalife Violate The Fair Disclosure Rule? [View article]
Did The CEO Of Herbalife Violate The Fair Disclosure Rule? [View article]
Navigating The Labyrinth That Is Herbalife [View article]
Navigating The Labyrinth That Is Herbalife [View article]
A distributor pays 7% to Herbalife for the company to package its goods. But the 7% is extremely misleading. No one buys at retail. As pointed out, Herbalife is essentially charging up to 14% (based on the actual purchase price) for Herbalife to box up the goods. Does this seem fair to you?
You seem to be missing the point that that 7% (based on retail) is just for 'packaging and handling'. There is a completely separate shipping charge - which is also based on the retail price.
All that we are trying to point out is that the packaging, shipping and handling revenues for Herbalife seem to be extremely high.
Ackman had a slide in his presentation yesterday, which compared Herbalife's shipping and handling revenues in comparison to Avon. I suggest you go take a look.
Fraud Is Unlikely At New Oriental Education [View article]
Fraud Is Unlikely At New Oriental Education [View article]
Workday (WDAY) has raised its IPO price range to $24-$26 from a prior $21-$24. That gives the company, which is looking to sell 22.75M shares, a market cap of $3.85B-$4.17B. The IPO is expected to price on Thursday night, and begin trading on Friday. (S-1) (more) [View news story]
Green Dot Still A Buy [View article]
http://buswk.co/Q8Edjs
Green Dot Still A Buy [View article]
Monster Energy - The Momo Train Is Letting Off Passengers, Time To Short [View article]